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Grupo Aval

77 hedge funds and large institutions have $523M invested in Grupo Aval in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 20

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

3% more funds holding

Funds holding: 7577 (+2)

3% more capital invested

Capital invested by funds: $509M → $523M (+$13.4M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less ownership

Funds ownership: 0.92%0.92% (-0%)

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
34
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFP
51
Holistic Financial Partners
Indiana
$110K
BP
52
Ballentine Partners
Massachusetts
$105K +$19.2K +2,521 +24%
DAM
53
Deltec Asset Management
New York
$104K -$38.1K -5,000 -28%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$88K +$46.3K +6,072 +122%
CSS
55
Cubist Systematic Strategies
Connecticut
$87K +$83.8K +10,977 New
Ameriprise
56
Ameriprise
Minnesota
$86K +$4.35K +570 +6%
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$80K +$76.7K +10,054 New
Citigroup
58
Citigroup
New York
$71K -$20.2K -2,650 -23%
LC
59
Lindbrook Capital
California
$60K +$14.4K +1,893 +33%
Bank of America
60
Bank of America
North Carolina
$59K +$5.7K +747 +11%
PA
61
Parallel Advisors
California
$54K -$26K -3,412 -33%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$52K +$3.94K +517 +9%
S
63
SignatureFD
Georgia
$51K +$4.3K +564 +10%
US Bancorp
64
US Bancorp
Minnesota
$34K +$2.01K +264 +7%
UBS Group
65
UBS Group
Switzerland
$20K +$3.82K +501 +25%
JWA
66
JFS Wealth Advisors
Pennsylvania
$18K
CAW
67
Cornerstone Advisors (Washington)
Washington
$14K +$671 +88 +5%
BL
68
Balentine LLC
Georgia
$11K +$2.84K +372 +39%
TRCT
69
Tower Research Capital (TRC)
New York
$9K +$8.41K +1,102 New
RE
70
RBC Europe
United Kingdom
$4.11K
BCA
71
Berman Capital Advisors
Georgia
$4K -$2.97K -389 -38%
UBS AM
72
UBS AM
Illinois
$2.71K -$1.32K -173 -34%
Wells Fargo
73
Wells Fargo
California
$1K
PCP
74
Proficio Capital Partners
Massachusetts
$1K +$626 +82 New
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$1K +$1.02K +134 New

AVAL Hedge Fund Activity: Q2 2019 in Review

77 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Grupo Aval (AVAL) for Q2 2019, worth a combined $523M — up 2.6% from $509M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AVAL positions and 8 closed out — a net gain of 3 holders — while 34 added to existing stakes and 20 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $237M. The largest seller was Itau Unibanco Holding S.A., cutting an estimated $4.6M.

  • 77 institutional investors held Grupo Aval (AVAL) as of Q2 2019, up from 75 in Q1 2019.
  • Funds reported $523M of Grupo Aval stock for Q2 2019, up 2.6% quarter-over-quarter.
  • 11 funds opened new Grupo Aval positions in Q2 2019 and 8 closed out, a net change of +3 holders.
  • The largest Grupo Aval buyer in Q2 2019 was Invesco, an estimated $237M added.
  • The largest Grupo Aval seller in Q2 2019 was Itau Unibanco Holding S.A., an estimated $4.6M sold.

Based on aggregated 13F filings for Q2 2019.